There are two ways to find and review your customers' Work Orders, Layaways, Workshop Jobs and Quotes within the backoffice.
Customer Orders, including Workshop: This is a summary of your customer’s orders showing customer detail, order type, deposits…
Customer Orders Stock Detail: This is a line by line list of all items currently on order / reserved for your customers and the details of the order they are in…
Both reports are located within the Customers, Receipts & Orders section of the backoffice menu.
Customer Orders, including Workshop
Customer Orders Stock Detail
All Available Filters:
- Acc. Number
- All Suppliers
- Brand
- Category
- Client Ref
- Customer
- Date Created
- Department
- Description
- Due Date
- Free stock (Global)
- Free stock (Store)
- Item Type
- ItemLookupCode
- Last Received Date
- On Hand Stock (Store)
- Order Actions
- Order Line Status
- Order Number
- Order Ref.
- Order Status
- Postcode
- Price
- Qty Collected
- Qty on Customer Orders (Global)
- Qty on Customer Orders (Store)
- Qty on Purchase Order (Store)
- Qty Ordered
- Season
- Soonest PO # (Store)
- Soonest PO Date (Store)
- Status
- Store
- Supplier
- Type
For Closed Orders, you can view Tracking Details (if available) by clicking the Order Actions button. This will display a menu as below:
Click the View Tracking Details button and this will display the information where available:
If there is no tracking information, this will be stated as such:
